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American Funds 2015 Target Date Retirement Fund (FBBTX)
12.23
-0.04
(-0.33%)
As of 8:05:40 AM EDT. Market Open.
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 14.91% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 0.33% |
| 5y Average Return | 6.43% |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FBBTX | Category Average | FBBTX | Category Average | FBBTX | Category Average | |
| Alpha | 0.01 | 0 | 0.27 | 0 | 0.5 | 0 |
| BETA | 0.75 | 0.01 | 0.74 | 0.01 | 0.73 | 0.01 |
| Mean Annual Return | 0.38 | 0.01 | 0.65 | 0.01 | 0.48 | 0.01 |
| R-squared | 97.17 | 0.96 | 97.38 | 0.96 | 96.82 | 0.95 |
| Standard Deviation | 9.57 | 0.09 | 8.72 | 0.07 | 7.51 | 0.07 |
| Sharpe Ratio | 0 | 0.01 | 0.57 | 0.01 | 0.5 | 0.01 |
| Treynor Ratio | -0.55 | 0.11 | 6.52 | 0.1 | 4.94 | 0.08 |
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